LIC MF Banking And Financial Services Fund vs Aditya Birla Sun Life Banking and Financial Services Fund compare

Link copied to clipboard!

tortoise-icon Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth

Invest Now

tortoise-icon LIC MF Banking & Financial Services Fund Regular-Growth

Invest Now

tortoise-icon LIC MF Banking And Financial Services Fund-Regular Plan-Growth

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth LIC MF Banking & Financial Services Fund Regular-Growth LIC MF Banking And Financial Services Fund-Regular Plan-Growth
Fund Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth LIC MF Banking & Financial Services Fund Regular-Growth LIC MF Banking And Financial Services Fund-Regular Plan-Growth
Investment Plan Growth Growth Growth
Level of Risk Very High Very High Very High
Asset Size (Cr) ₹3264 Cr ₹261 Cr ₹261 Cr
Min Investment ₹1000 ₹5000 ₹5000
Min SIP Invesment ₹100 ₹1000 ₹1000
Min Addl Investment ₹1000 ₹500 ₹500
Launch Date 14 Dec 2013 27 Mar 2015 27 Mar 2015
Category Banking & Financial Banking & Financial Banking & Financial
Fund Type Open Ended Open Ended Open Ended
Benchmark Nifty Financial Services TRI Nifty Financial Services TRI Nifty Financial Services TRI
Turn Over 20% % 46%
Expense Ratio 1.99 2.42 2.42
Manager Dhaval Gala Jaiprakash Toshniwal Jaiprakash Toshniwal
ISIN Code INF209K011W7 INF767K01NH2 INF767K01NH2
Exits Load Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365 LIC MF Banking & Financial Services Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 LIC MF Banking & Financial Services Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth LIC MF Banking & Financial Services Fund Regular-Growth LIC MF Banking And Financial Services Fund-Regular Plan-Growth
1 Month -4.56% -5.31% -5.31%
6 Month -7.03% -10.02% -10.02%
1 Year 4.53% -1.71% -1.71%
3 Year 10.44% 9.24% 9.24%
5 Year 11.06% 8.36% 8.36%

SIP Return Analysis

Scheme Name Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth LIC MF Banking & Financial Services Fund Regular-Growth LIC MF Banking And Financial Services Fund-Regular Plan-Growth
6 Month - - -
1 Year -2.84% -8.69% -8.69%
3 Year 11.92% 7.5% 7.5%
5 Year 15.08% 11.5% 11.5%

Rolling Lumpsum Returns

Scheme Name Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth LIC MF Banking & Financial Services Fund Regular-Growth LIC MF Banking And Financial Services Fund-Regular Plan-Growth
1 Year 16.87% 11.5% 11.5%
3 Year 14.93% 7.88% 7.88%
5 Year 12.72% 7.07% 7.07%

Risk Management

Scheme Name Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth LIC MF Banking & Financial Services Fund Regular-Growth LIC MF Banking And Financial Services Fund-Regular Plan-Growth
Standard Deviation 15.35% 15.29% 15.29%
Sharp 0.59% 0.44% 0.44%
Beta 0.93% 0.98% 0.98%
Alpha 2.6% 1.63% 1.63%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

Fund Managers

Scheme Name Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth LIC MF Banking & Financial Services Fund Regular-Growth LIC MF Banking And Financial Services Fund-Regular Plan-Growth
Name Dhaval Gala Jaiprakash Toshniwal Jaiprakash Toshniwal
Total AUM ₹23597 Cr ₹2153 Cr ₹2153 Cr
Fund Manage 7 3 3
Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth LIC MF Banking & Financial Services Fund Regular-Growth LIC MF Banking And Financial Services Fund-Regular Plan-Growth

Market Cap

Scheme Name

Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth

LIC MF Banking & Financial Services Fund Regular-Growth

LIC MF Banking And Financial Services Fund-Regular Plan-Growth

Others 2.39 1.99 1.99
Small Cap 18.17 30.89 30.89
Large Cap 66.83 59.97 59.97
Mid Cap 12.62 7.16 7.16

Sector Allocation

Scheme Name

Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth

LIC MF Banking & Financial Services Fund Regular-Growth

LIC MF Banking And Financial Services Fund-Regular Plan-Growth

Others 2.39 1.99 1.99
Capital Markets 6.3 7.96 7.96
Banks 64.41 59.59 59.59
Finance 21.96 29.36 29.36
Insurance 4.95 1.11 1.11

Top Comparisons

SBI Small Cap Fund - Regular Plan - Growth SBI Small Cap Fund - Regular Plan - Growth

3Y Returns15.53%

VS

Canara Robeco Small Cap Fund - Regular Plan - Growth Option Canara Robeco Small Cap Fund - Regular Plan - Growth Option

3Y Returns15.79%

Compare Now

ICICI Prudential Multi-Asset Fund - Growth ICICI Prudential Multi-Asset Fund - Growth

3Y Returns17.89%

VS

Quant Multi Asset Fund-Growth Quant Multi Asset Fund-Growth

3Y Returns18.01%

Compare Now

HDFC Dynamic Debt Fund - Growth Option HDFC Dynamic Debt Fund - Growth Option

3Y Returns5.81%

VS

HSBC Dynamic Bond Fund - Regular Growth HSBC Dynamic Bond Fund - Regular Growth

3Y Returns6.12%

Compare Now

KOTAK NIFTY AAA BOND JUN 2025 HTM INDEX FUND REGULAR PLAN GROWTH KOTAK NIFTY AAA BOND JUN 2025 HTM INDEX FUND REGULAR PLAN GROWTH

3Y Returns0%

VS

UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH

3Y Returns6.08%

Compare Now
Request call back
Add to Cart Successfully